
China’s recently announced five-year plan contains mostly what Xi Jinping has emphasized for some time now.
Some recent signs of improvement are tentative, to be sure, and easy to dismiss but still not to be ignored.
Beijing’s recently released five-year plan includes ambitious spending initiatives that seem certain to face budgetary constraints.
A sudden drop in EV sales in February means little in itself, but in context, it speaks to the economy’s fundamental troubles.
Slow growth and deflation are discouraging investment in China and, in the process, creating yet another drag on the economy’s pace of growth.
Recent less-depressing figures on the Chinese economy have elicited enthusiasm in some quarters. It is far from justified.
China can withstand the loss of Iranian oil but not without cost.
A slow start for China’s digital yuan may not spell doom for Beijing’s monetary ambitions, but it does point to significant difficulties.
S&P Global Ratings has moved from a position of cautious optimism on China’s economy to a firm conclusion that things are going from bad to worse.
Provincial and local governments across China are reducing growth expectations and slashing budgets, making it unlikely reality will meet Beijing’s 2026 target.
China’s recently announced five-year plan contains mostly what Xi Jinping has emphasized for some time now.
Some recent signs of improvement are tentative, to be sure, and easy to dismiss but still not to be ignored.
Beijing’s recently released five-year plan includes ambitious spending initiatives that seem certain to face budgetary constraints.
A sudden drop in EV sales in February means little in itself, but in context, it speaks to the economy’s fundamental troubles.
Slow growth and deflation are discouraging investment in China and, in the process, creating yet another drag on the economy’s pace of growth.
Recent less-depressing figures on the Chinese economy have elicited enthusiasm in some quarters. It is far from justified.
China can withstand the loss of Iranian oil but not without cost.
A slow start for China’s digital yuan may not spell doom for Beijing’s monetary ambitions, but it does point to significant difficulties.
S&P Global Ratings has moved from a position of cautious optimism on China’s economy to a firm conclusion that things are going from bad to worse.
Provincial and local governments across China are reducing growth expectations and slashing budgets, making it unlikely reality will meet Beijing’s 2026 target.